+995.7%
MSTR vs FIVN
+253.1%
+742.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.7% |
| 7D | -14.2% | -22.8% | +8.6% | -7.0% |
| 30D | -19.9% | -21.3% | +1.4% | -13.6% |
| 3M | +27.3% | -14.0% | +41.3% | +32.6% |
| 6M | -37.6% | +31.1% | -68.7% | -44.5% |
| YTD | -19.5% | +40.0% | -59.5% | -31.7% |
| 1Y | -47.1% | +38.1% | -85.2% | -55.0% |
| 3Y | +140.3% | -55.7% | +196.0% | +181.9% |
| 5Y | +49.5% | -82.5% | +132.0% | +121.1% |
| 10Y | +521.9% | +92.4% | +429.5% | +507.2% |
| All | +995.7% | +253.1% | +742.7% | +826.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling